WallStSmart

Carlisle Companies Incorporated (CSL)vsMadison Air Solutions Corporation (MAIR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carlisle Companies Incorporated generates 39% more annual revenue ($4.98B vs $3.57B). CSL leads profitability with a 14.6% profit margin vs 2.6%. CSL trades at a lower P/E of 20.1x. CSL earns a higher WallStSmart Score of 54/100 (C-).

CSL

Buy

54

out of 100

Grade: C-

Growth: 2.0Profit: 8.0Value: 5.7Quality: 7.0
Piotroski: 3/9Altman Z: 3.52

MAIR

Hold

44

out of 100

Grade: D

Growth: 7.3Profit: 7.0Value: 4.0Quality: 5.0
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSL2 strengths · Avg: 10.0/10
Return on EquityProfitability
43.9%10/10

Every $100 of equity generates 44 in profit

Altman Z-ScoreHealth
3.5210/10

Safe zone — low bankruptcy risk

MAIR2 strengths · Avg: 10.0/10
Return on EquityProfitability
277.5%10/10

Every $100 of equity generates 277 in profit

Revenue GrowthGrowth
33.8%10/10

Revenue surging 33.8% year-over-year

Areas to Watch

CSL4 concerns · Avg: 3.0/10
Price/BookValuation
8.5x4/10

Trading at 8.5x book value

Debt/EquityHealth
1.743/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-4.0%2/10

Revenue declined 4.0%

MAIR4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
2.6%3/10

2.6% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
111.5x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CSL

The strongest argument for CSL centers on Return on Equity, Altman Z-Score. PEG of 1.10 suggests the stock is reasonably priced for its growth.

Bull Case : MAIR

The strongest argument for MAIR centers on Return on Equity, Revenue Growth. Revenue growth of 33.8% demonstrates continued momentum.

Bear Case : CSL

The primary concerns for CSL are Price/Book, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.74 is elevated, increasing financial risk.

Bear Case : MAIR

The primary concerns for MAIR are EPS Growth, Profit Margin, Piotroski F-Score. A P/E of 111.5x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

CSL profiles as a declining stock while MAIR is a hypergrowth play — different risk/reward profiles.

MAIR is growing revenue faster at 33.8% — sustainability is the question.

MAIR generates stronger free cash flow (50M), providing more financial flexibility.

Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CSL scores higher overall (54/100 vs 44/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Carlisle Companies Incorporated

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Carlisle Companies Incorporated is a diversified manufacturer of engineered products in the United States, Europe, Asia, Canada, Mexico, the Middle East, Africa, and internationally. The company is headquartered in Scottsdale, Arizona.

Madison Air Solutions Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Madison Air Solutions Corporation (MAIR) is a leading provider of innovative air handling and ventilation systems tailored for both residential and commercial applications. The company focuses on delivering high-efficiency air quality solutions that are designed to reduce energy consumption while enhancing indoor environmental quality. With a commitment to sustainability and cutting-edge technology, Madison Air continues to expand its market presence, driven by a strong pipeline of innovative products and strategic partnerships. As the demand for energy-efficient and environmentally-friendly solutions grows, MAIR is well-positioned to capitalize on emerging market opportunities in the HVAC industry.

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